Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

DONALDSON Co INC
Next earnings Aug 25, 2026 (after close) · consensus $1.14 EPS, $1.05B rev
Last earnings +4.7% on 2026-06-02
High-quality filtration franchise with 25% ROE and steady cash return, but a FY2025 earnings dip and 28x multiple leave it fairly priced.
Sources: SEC EDGAR (CIK 0000029644, latest 10-Q filed 2026-06-02) · EODHD · analysis by claude-code · as of 6/21/2026, 8:48:35 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~67% above fair value) leave little margin of safety — a wait-and-see.
Donaldson is a durable, recurring-revenue filtration business with attractive economics — a 34.8% gross margin, 13.4% operating margin, and a standout 25.2% return on equity. Its model benefits from a large replacement-filter aftermarket that smooths demand, and the company has compounded revenue steadily from $2.85B (FY2021) to $3.69B (FY2025, up 2.9%). Leverage is modest (liabilities/equity 1.05x) and capital return is generous: FY2025 buybacks doubled to $332M (cutting shares 3.2%) and the dividend rose 7.4% to $132M.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.85B | $3.31B | $3.43B | $3.59B | $3.69B |
| Gross profit | $972M | $1.07B | $1.16B | $1.27B | $1.29B |
| Operating income | $385M | $444M | $480M | $544M | $495M |
| Net income | $287M | $333M | $359M | $414M | $367M |
| Diluted EPS | $2.24 | $2.66 | $2.90 | $3.38 | $3.05 |
| Net margin | 10.1% | 10.1% | 10.5% | 11.5% | 9.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 6 sales
| 2026-04-14 | Owens James Director | Exercise | 7.15K @ $42.26 | $302K |
| 2026-04-14 | Owens James Director | Sell | 7.15K @ $89.21 | $638K |
| 2026-04-14 | Owens James Director | Exercise | 6.60K @ $48.96 | $323K |
| 2026-04-14 | Owens James Director | Sell | 6.60K @ $89.21 | $589K |
| 2026-04-13 | Owens James Director | Exercise | 5.92K @ $42.26 | $250K |
| 2026-04-13 | Owens James Director | Sell | 5.92K @ $89.02 | $527K |
| 2026-04-10 | Owens James Director | Exercise | 126.00 @ $42.26 | $5.32K |
| 2026-04-10 | Owens James Director | Sell | 126.00 @ $88.82 | $11.2K |
| 2026-04-03 | Smiley Jacinth C Director | Award | 279.00 @ $85.23 | $23.8K |
| 2026-04-03 | Rautio Trudy A. Director | Award | 349.00 @ $85.23 | $29.7K |
| 2026-04-03 | Owens James Director | Award | 279.00 @ $85.23 | $23.8K |
| 2026-04-03 | Hilger Christopher M. Director | Award | 418.00 @ $85.23 | $35.6K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.